KOSPI
The index attempted an early rebound but retreated to the 6,830 range under foreign selling pressure and quarter-end portfolio rebalancing, absorbing profit-taking volume.
Headline
Sept 30 Market Close: KOSPI Edges Down Amid Quarter-End Selling; KOSDAQ Rebounds on Tech Hardware Strength
Key Takeaways
- The KOSPI closed slightly lower at 6,838.04 (-0.48%) as foreign and institutional selling weighed on the index amid global interest rate pressures and quarter-end rebalancing flows.
- The KOSDAQ outperformed the main board, rising to 855.91 (+0.72%) driven by rebounds in semiconductor equipment and select secondary battery shares.
- Sector divergence and concentrated fund flows remained pronounced against the backdrop of overnight Nasdaq weakness (-1.64%) and a modest uptick in the USD/KRW exchange rate (KRW 1,354.10).
KOSDAQ
Relative strength was supported by selective retail and foreign inflows into major growth names like EcoPro BM, alongside chip supply chain leaders including HPSP and EO Technics.
NASDAQ
A 1.64% drop driven by upward pressure on long-term U.S. Treasury yields and tech valuation concerns capped upside momentum for domestic large-cap technology stocks.
Today's Watchlist
- Potential return of foreign net buying into KOSPI in early October following the conclusion of quarter-end fund rebalancing
- U.S. Treasury yield trajectories and tech stock volatility ahead of major upcoming U.S. inflation data releases
- USD/KRW consolidation around the 1,350 level and crude oil price volatility linked to Middle East energy supply developments
Risk Note
Elevated long-term U.S. yields and persistent macroeconomic uncertainties may heighten volatility in theme-concentrated flows; chasing rallies should be avoided in favor of a diversified approach.
Last updated: 2026-09-30 16:00:18